§ 13F · FUND PROFILE
GoodHaven Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $311M (13F)Positions · 26Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 122K | $59M | 20.4% | +1% |
| 2 | GOOGL | ALPHABET INC | 127K | $37M | 12.7% | ±0% |
| 3 | DVN | DEVON ENERGY CORP NEW | 454K | $23M | 8.0% | ±0% |
| 4 | BAC | BANK AMERICA CORP | 423K | $21M | 7.2% | ±0% |
| 5 | JEF | JEFFERIES FINANCIAL GROUP IN | 445K | $18M | 6.4% | +1% |
| 6 | CB | CHUBB LIMITED SWITZ | 54K | $18M | 6.2% | ±0% |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 185K | $15M | 5.3% | +9% |
| 8 | BN | BROOKFIELD CORP | 347K | $14M | 4.9% | +1% |
| 9 | LEN/B | LENNAR CORP | 163K | $14M | 4.8% | +10% |
| 10 | KKR | KKR & CO INC | 143K | $13M | 4.6% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOODHAVEN SIGNAL
AC read
GoodHaven Capital Management, LLC is a Other fund managing $311 million in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed